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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,256 | $110,551-96.1% | $80,741-94.7% | $167,536-97.5% |
| Participation rate | 0.0% | 64.0%-64.0pp | 54.2%-54.2pp | 82.1%-82.1pp |
| Annual return | 15.43% | 120.57%-105.1pp | 87.30%-71.9pp | 478.82%-463.4pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,153 | $2,870-59.8% | $2,145-46.2% | $6,342-81.8% |
| Admin fee / account holder | $103 | $4,547-97.7% | $3,380-96.9% | $12,315-99.2% |